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Brian Cohen

Principal, Investment Advisor, Chief Compliance Officer

Landmark Wealth Management LLC

United States, New York, Melville

About Me

Brian began his career in the Financial Services Industry in 1981, for the investment management firm Neuberger Berman. From 1987-1990, Brian left the investment field to open a retail business, and then sold it in 1990, to return to the world of investments. Brian joined Charles Schwab & Company, for 10 years starting in 1991, and within two years had been promoted to Branch Manager. He was the manager in Islandia, Melville, Massapequa, and Jericho, and personally handled high net worth clients. Brian was one of 6 managers nationwide (of 350+) selected to manage a new initiative, Schwab “Signature Services” specifically designed to serve the highest net worth individuals. Brian manag

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Profile Information

Principal, Investment Advisor, Chief Compliance Officer

Landmark Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Melville

New York

United States

Aug 15, 2024

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